(22B) Oracle CX Sales and Oracle B2B Service: Implementation Foundation

Course Introduction

• Learning Objectives
• Course Audience
• Course Prerequisites
• Course Goal
• Course Objectives
• Course Methodology
• Course Materials
• Course Agenda
• Resources: Documentation
• Resources: My Oracle Support
• Resources: Other Resources

Implementation Overview

• Objectives
• What Types of Cloud Solutions Does Oracle Provide?
• What is an Oracle Cloud-Based Application?
• Characteristics of Cloud-Based Applications
• Environments
• Implementing Your Business Processes
• Use Provided Functionality
• What is Your Implementation Approach?
• Comparing Approaches
• Where Possible, Configure, Don't Extend
• Be Prepared for Updates
• Plan Your Environment Carefully
• Cloud-Based Application Considerations
• Post-Implementation Steps
• Lesson Highlights

Tools Overview

• Objectives
• What's It All About?
• Setup and Maintenance
• Profile Options
• Security Console
• Scheduled Processes
• Oracle Business Intelligence (BI)
• Configuration Tools
• Application Composer
• Page Composer
• Visual Builder
• Learning Resources
• Lesson Highlights

Navigation and Themes

• Learning Objectives
• What's It All About?
• Lots of Ideas
• How Do You First Sign In?
• Where Do You Land?
• What Can You Do?
• How Do You Use the Navigator?
• What are Favorites?
• What Are Notifications?
• The Worklist
• What's the Settings and Actions List?
• What's on the Rest of the Home Page?
• Infolets
• What's the Rest of the Story?
• Landing Pages
• Creation Pages
• Details Pages
• Other Themes
• What Else Does The Theme Control?
• Lesson Highlights

Structure and Personalization

• Learning Objectives
• What's It All About?
• The Structure Page
• Example: Hide Price Books from the Navigator
• What Else Can You Do On the Structure Page?
• What Can You Do As A User?
• Other Personalization
• Reset a User's Personalization
• Lesson Highlights

Workspace

• Learning Objectives
• What's It All About?
• Navigate the Workspace
• Dynamic Tabs
• Smart Lists
• Work with Records
• Workspace Search
• Add or Remove Filters
• Group By
• Other Configurations
• Work Area Powered By Adaptive Search
• Lesson Highlights

Setup Assistant

• Learning Objectives
• What's It All About?
• How Do You Do It?
• Fill Out the Spreadsheet
• Generate an Import File
• Can I Run the Setup Assistant Multiple Times?
• Lesson Highlights

Offerings

• Learning Objectives
• What's It All About?
• How Do You Do It? Step 1: Enable the Offering
• How Do You Do It? Step 2: Choose the Features
• How Do You Do It? Step 3: Run a Task
• Other Things You Need To Know Before The Demo
• All Tasks
• Searching for Tasks
• Searching for Tasks: Search Within An Offering
• Searching for Tasks: Global Search
• Change Feature Opt In
• New Features
• Lesson Highlights
• Practice

Implementation Projects

• Learning Objectives
• What's It All About?
• How Do You Do It?
• What Do Implementation Projects Do That Offerings Don't?
• OK, How Do You Run A Task?
• Are There Any "Gotchas"?
• Lesson Highlights

Initial Configurations

• Learning Objectives
• What's It All About?
• Set or Review the Company Profile
• The Accounting Calendar
• Add Calendar Years
• Currencies
• Exchange Rates
• A Geography
• Geography Type
• Geography Structure
• Import Geographies
• Manage Geographies
• Geography Validation
• Addresses
• Address Format
• Geocoding
• Lesson Highlights

Security Overview

• Learning Objectives
• What's It All About?
• Authentication
• Authorization
• Visibility
• Summary
• OK, Got That! What's Next?
• The Role Hierarchy
• Policy Types
• OK, Let's Move On Up
• Last, But Not Least
• Other Names You'll See
• One More Time
• Additional Mechanisms
• Lesson Highlights

Setup Users

• Learning Objectives
• What's It All About?
• So What's A Setup User?
• How Do You Do It?
• Resource Roles
• Role Provisioning Rules
• What Should You Put In Your Role Provisioning Rule?
• Autoprovisioning
• Creating Setup Users: Summary
• Lesson Highlights
• Practice

Security Console: User Categories

• Learning Objectives
• What's It All About?
• A Different Approach
• Oracle Security Console: Your One-Stop Shop
• What's A User Category?
• How Do You Create a User Category?
• Once You've Created It, What Can You Do?
• Set Password Policies
• Configure Notifications
• Configure Notifications: Example
• Add Users to a User Category
• Lesson Highlights

Security Console: Roles

• Learning Objectives
• What's It All About?
• How Do I Do It?
• Administrative Options
• Review: Security Roles
• The Most Important Idea Of All
• Typical Security Administration Flow
• Security Administration Flow
• Examine an Existing Role
• A Graphical View
• Simulate Navigator
• View Roles that Grant Access
• Create New Roles
• Copy Existing Roles
• Compare Two Roles
• Examine an Existing Role: Users Associated with the Role
• Security Analytics
• Security Considerations
• Lesson Highlights
• Practice

Sales and Service Access Management

• Learning Objectives
• What's It All About?
• Sales and Service Access Management
• How Do You Do It?
• Modify Access
• Advanced Policies
• When Should I Use Which Tool?
• One More Thing: Access Explorer
• Lesson Highlights
• Practice

Access Groups

• Learning Objectives
• What's It All About?
• Things to Know
• Access Group Rules
• How Do You Do It? Step 1: Get Users in the Group
• How Do You Do It? Step 2: Grant Access
• System Access Groups
• Predefined Object Sharing Rules
• Example: Using System Access Groups and Predefined Object
• Sharing Rules
• Working Example: VP Access to High-Revenue Opportunities
• Create Your Own Access Group
• Manually Add Group Members
• Use Rules to Add Members
• Grant the Access Group Access to an Object
• What if the Field (Attribute) I Want Isn't There?
• Test the Results
• What About Related Objects?
• When Should I Use Which Method?
• Considerations
• Lesson Highlights
• Practice

Security Console: Other Features

• Learning Objectives
• Users: What's It All About?
• What Have You Already Seen?
• What Can You Do In The Security Console For Sales And Service?
• Manage User Passwords
• Edit User Information
• Edit User Roles
• What About the Other Tabs?
• Analytics
• Single Sign-On
• API Authentication
• Administration
• Lesson Highlights

Profile Options

• Learning Objectives
• What's It All About?
• Profile Options
• Profile Option Values
• How Do You Do It?
• Profile Options: Name and Code
• Search for Profile Values
• Profile Option Levels
• A Shortcut: Quick Setup Pages
• Lesson Highlights

Lookups

• Learning Objectives
• What's It All About?
• What Does the End User See?
• What Can You Do As An Administrator?
• How Do You Do It?
• Lookup Type
• Lookup Values
• What Else You Need to Know: Configuration Levels
• How Do You Find The Lookup You Want To Modify?
• The "Manage Standard Lookups" Task
• Specific Lookup Tasks
• User Interface
• How Do You Edit The Lookup?
• Once You're Done, Don't Forget to Verify the Lookup
• Lesson Highlights

Scheduled Processes

• Learning Objectives
• What's It All About?
• How Do You Do It?
• Where Is It Used?
• Got It! What Are The Steps?
• Useful Information Before You Go To The Demo
• One More Thing: Cancelling A Scheduled Process
• Lesson Highlights
• Practice

Routines

• Learning Objectives
• What's It All About?
• What Do You Need To Know?
• What Do You Need To Do?
• 1. Provide Basic Details
• 2. Specify an Object and Actions
• 3. Specify Rules
• 4. Specify Scheduling
• 5. Test the Results
• Lesson Highlights

Layouts

• Learning Objectives
• What's It All About?
• Things You Need to Know First, #1: Sandboxes
• Things You Need to Know First #2: Layout Types
• Things You Need to Know First #3: Not Everybody Sees the Same Layout
• How Do You Do It?
• Where is it Used?
• Got it! What are the steps?
• Useful Information Before You Go to the Demo
• Lesson Highlights
• Practice

Extensibility

• Learning Objectives
• What's It All About?
• What You Can Do: Modify Objects and Fields
• What You Can Do: Add Business Logic To An Object
• What You Can Do: Add Actions Or Links To An Object
• Summary for Objects
• What Else You Can Do: Create Workflows
• Without Protection, Things Could Go Wrong
• The Solution: Sandboxes
• How Do You Use A Sandbox?
• What Do You Do When You're Done?
• Lesson Highlights

Import and Export

• Learning Objectives
• What's It All About?
• What's Available?
• 1. Quick Import Macros
• 2. Import Management
• 3. Web Services
• More About Web Services
• RESTful Web Services
• Using RESTful Web Services for Imports
• Wait a Minute! What About Exports?
• What Else Do You Need To Know?
• Lesson Highlights
• Practice

Migration

• Learning Objectives
• What's It All About?
• Is This Your First Move?
• Recommendations for Easier Migration
• Initial Migration
• What Do You Migrate?
• Initial Migration Tools
• Tool #1: The Setup Assistant
• What Does the Setup Assistant Do For You?
• Tool #2: Setup Data Migration
• What Does Setup Data Migration Do For You?
• Tool #3: Configuration Set Migration
• What Does Configuration Set Migration Do For You?
• Restoring Modifications
• Tool #4: Import and Export Management
• Things to Check
• Considerations and Recommended Practices for Initial Migration
• Incremental Migration
• Before You Start an Incremental Migration
• How Is Incremental Migration Different?
• Setup Data Migration for Incremental Migrations
• Configuration Set Migration for Incremental Migrations
• Considerations and Recommended Practices for Incremental Migrations
• Lesson Highlights

Integration with External Systems

• Learning Objectives
• Integration Options
• Prebuilt
• Example #1: Microsoft 365
• How Do You Do It?
• What Else Can You Do?
• Example #2: Oracle Intelligent Advisor (OIA)
• OIA – CX Sales Integration
• How Do You Do It?
• Infrastructure Services
• Oracle Integration Cloud
• Partner Solutions
• Web Services
• Lesson Highlights

Activities

• Learning Objectives
• What's It All About?
• Activities
• What Does the End User See?
• What Do You Need To Do?
• Lesson Highlights

Catalogs

• Learning Objectives
• What's It All About?
• How Do You Do It?
• Where Is It Used?
• Got It! What are the Steps?
• Wait! What About Products?
• Create Products
• Add Products to a Catalog
• Product Security
• Useful Information Before You Go to the Demo
• Lesson Highlights

Multiple Business Units

• Learning Objectives
• What's It All About?
• How Do You Do It?
• Where Is It Used?
• What More Do I Need To Know?
• Business Units and Organizational Hierarchies
• How Is It Implemented? Idea #1: SETID
• How Is It Implemented? Idea #2: The Business Unit Field
• Got It! What Are The Steps?
• Lesson Highlights
• Practice

Notifications

• Learning Objectives
• What's It All About?
• Notifications
• Enable Notification Channels
• Notification Types
• Security Notifications
• Configure Security Notifications
• Security Notification Examples
• Activity Notifications
• Configure Activity Notifications
• Personalize Activity Notifications
• Activity Notification Examples
• Approval Notifications
• Configure Approval Notifications
• Approval Notification Example
• Additional Approvals
• User-Defined Notifications
• Groovy
• Create a Groovy Notification Script
• Notification Script Example
• Lesson Highlights

Analytics: Overview

• Learning Objectives
• What's It All About?
• How Do You Do It?
• Where Is It Used?
• Example: Adoption and Usage Tracking
• Example: Application Usage Insights
• What Else Do You Need To Know?
• Where Can You Get More Information?
• Lesson Highlights
• Practice

Infolets

• Learning Objectives
• What's It All About?
• Analytics Infolets (also called just "Infolets")
• Page Composer
• End Users and Infolets
• Actionable Infolets
• Configure Actionable Infolets
• End User Configuration
• Administrator Configuration
• Workspace Infolets
• Enable Workspace Infolets
• Create Your Own Workspace Infolets
• Which Should I Use?
• Lesson Highlights

Mobile: Overview

• Learning Objectives
• What's It All About?
• What Does It Do?
• Work with Records
• Analytics
• Enhanced Functionality
• What Else?
• How Do You Do It?
• Mobile Profile Options
• Mobile Configuration
• Features of CX Sales Mobile Composer
• CX Sales Mobile Composer Interface
• Edit the Home Page
• Edit Card Views
• Edit an Object's Pages
• Manage Overall Settings
• Write Scripts
• Lesson Highlights

Search Overview

• Learning Objectives
• What's It All About?
• Search Comparison
• When Should You Use Which Search
• The User Experience: Work Area Search
• Work Area Search: Basic Searches
• Work Area Search: Suggested Items
• Work Area Search: Advanced Searches
• Work Area Search: Saved Searches
• Work Area Searches: Export Search Results
• The User Experience: Global Search
• Basic Searches
• Suggested Items
• Advanced Searches
• Filters
• The User Experience: Workspace Search
• Workspace Search: Basic Searches
• Workspace Search: Recent Items
• Workspace Search: Filters
• Workspace Search: Saved Searches
• Workspace Search: Export Search Results
• Why Use Workspace Search?
• Feature Comparison
• Lesson Highlights

Configure Work Area Search

• Learning Objectives
• What's It All About?
• Review: The End User Experience
• As An Administrator, What Do You Have To Do?
• Schedule the Indexing Jobs for Work Area Search
• Set Profile Options for Work Area Search
• Hide Record Set Filters
• Create Administrative Saved Searches
• Lesson Highlights

Workspace and Adaptive Search

• Learning Objectives
• What's It All About?
• Review: The End User Experience in Workspace
• As An Administrator, What Do You Have To Do?
• Enable Objects to be Searched
• Enable Work Area Powered by Adaptive Search
• Configure Objects to be Searched
• Monitor Search Processes
• Set Parameters
• Modify UI Behavior
• Configure Grouping
• Configure Mass Update
• Compare Configurations
• Lesson Highlights

Administer Workspace

• Learning Objectives
• What's It All About?
• Create Saved Searches
• Manage Saved Searches
• Enable Dynamic Tabs
• Configure Smart Lists
• Lesson Highlights

Global Search

• Learning Objectives
• What's It All About?
• Review: The End User Experience
• As An Administrator, What Do You Have To Do?
• Enable Global Search
• Enable Objects to be Searched
• (Optional) Modify the Global Search User Interface
• (Optional) Duplicate the Default Global Search Configuration
• (Optional) Modify the Global Search Configuration
• Other Considerations
• Lesson Highlights

Configure Auditing

• Learning Objectives
• What's It All About?
• What Do You Need To Know?
• What Do You Need To Do?
• 1. Enable Auditing for the Application
• 2. Enable Auditing for an Object
• 3. Select the Fields for that Object
• 4. Test the Results
• Lesson Highlights